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Home > Invest > Investment Services in the Merrimack Valley Area

Investment Services

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2019 is the 20th anniversary of our partnership with LPL Financial.  Through Merrimack Valley Retirement and Investment Services, our Investment Advisors have helped hundreds of Merrimack Valley Credit Union members pursue their financial goals.  We can help you too.  

Our Team

Licensed professionals with over 60 years of combined experience

Meet Mike and Alyson

Our Services

The types of services offered to our members.

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Our Partnership with LPL

Celebrating 20 years of success

About LPL

Account Access

View balance or activity in your investment account


Weekly Insights

Market and Economic Commentary

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Featured Videos

On retirement and estate planning, taxes, money and lifestyle, and more

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Investment Website

Provides many resources to help you get started

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Contact Us

If you need assistance or have questions

Call or email us

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Merrimack Valley Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Merrimack Valley Retirement and Investment Services may also be employees of Merrimack Valley Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Merrimack Valley Credit Union. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency / Not Credit Union Guaranteed / Not Credit Union Deposits or Obligations / May Lose Value

Locations E-Services Rates Open Account